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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,781 | $65,395-37.6% | $182,540-77.7% | $72,975-44.1% |
| Participation rate | 54.2% | 65.4%-11.3pp | 78.0%-23.8pp | 69.5%-15.3pp |
| Annual return | 20.21% | 27.68%-7.5pp | 148.58%-128.4pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,040 | $3,563-14.7% | $5,525-45.0% | $3,608-15.7% |
| Admin fee / account holder | $14,170 | $4,245+233.8% | $8,593+64.9% | $5,124+176.5% |